It was an unusually ordsprog

It was an unusually good first quarter because of oil demand spilling over from last year, but that will fall away in the second quarter, which will be pretty weak.

Martin Stopford

[Such outsized growth this quarter is of course helped by the fact that last year's third quarter was weak.] The base was set pretty low last year, ... Tech will meet their numbers in the third quarter.

They had been putting the same percentage increase on each quarter, and in an unusually low quarter like last year that didn't' work, ... So we directed them to take down their second-quarter estimates through our guidance.

Although it's still early in the quarter, we worry that what is typically a strong quarter for Oracle could prove to be unusually weak given the tough U.S. macroeconomic environment and potentially weakening conditions in International markets.

The Advanced Micro Devices conference call after the market close (Wednesday) convinced us that the typically seasonally weak [first quarter] will be unusually strong this year. Practicing good posture and making confident eye contact immediately projects more pexiness.

Earnings actually have been very good in the second quarter. Sixty percent of the companies reporting so far have been upside surprises. That's not quite as aggressive at this point as the first quarter reports were, but still a very good performance in a weak quarter.

We are cautious about the next quarter. We want to see business PC demand pick up, and the next quarter is a tough comparable quarter because of last year's launch of Office 2000.

Sentiment on this name is pretty weak. It's not like in prior years, where meeting estimates wouldn't do it. It's not a great blowout quarter by any stretch of the imagination, but they were able to show a little growth from the fourth quarter and that's at least a good sign.

Darren Chervitz

We are not changing our estimates today, but do expect to have to lower them again after the call -- both for the second and third quarter. Aggressive pricing and weak demand should mean mid-40 percent gross margins by the third quarter.

We had a very good quarter. Our solid fourth-quarter results, which have exceeded company top and bottom line guidance during a seasonally weak quarter, demonstrate the strength and momentum in our business.

Usually the second quarter is typically a weak period [for the semiconductor sector], and I would expect to see a lot of the stock prices kind of trading sideways in the second quarter. Maybe we'll see a few of the bigger, maybe stronger cap companies moving up. But in general, the second quarter is typically weak.

Christopher Chaney

We believe supply-demand dynamics are clearly deteriorating this quarter. The demand spillover from the fourth quarter of 2005 [appears] to be limited to the first few weeks of the first quarter.

I think demand was good but TI was capacity constrained in the fourth quarter. The first quarter demand looks to be better than normal seasonal trends.

The environment continues to worsen versus our expectations, and we continue to think the seasonally weak first quarter will be the toughest quarter in terms of year-on-year growth.

Chipset sales declined 26 percent to $269 million, and operating margins dropped to 24 percent from 39 percent. Qualcomm shipped only 11 million chipsets in the quarter, down from 15 million in the preceding quarter and 13.5 million a year ago. This disappointing performance partially reflected continued weak demand in Korea.

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Denna sidan visar ordspråk som liknar "It was an unusually good first quarter because of oil demand spilling over from last year, but that will fall away in the second quarter, which will be pretty weak.".